General Information

How We Work With You

We’ve been building private banking partnerships for generations. We start by getting to know all about you. How you achieved your success. What’s important to you. What you want to do next.

A Dedicated Relationship Manager

A dedicated Relationship Manager will work closely with you to establish your wealth management needs. You can rely on them to understand your priorities and speak your language, whether it is English, French, Russian or Chinese. 

Involving the Right People

Your Relationship Manager can call on relevant financial specialists from across Credit Suisse to provide you with the right financial advice and support.

Working with Your Advisors

We realise you may have other advisors for your tax and legal requirements. We’ll work with them as a team to support you.

Regular Contact

You and your Relationship Manager will meet regularly to review your strategy and talk about any changes that may affect your plans.

Important Information

Global Conflicts

The summary of our Global Conflicts Policy outlines how we will manage actual and potential conflicts of interest that may arise through the provision of services to you.

Click here to read the full policy

Best Execution

The summary of our Order Execution Policy outlines the manner in which we will execute Transactions for you so as to obtain the best possible result for you, the factors which will influence the manner of execution and details of the execution venues. Where you have decided to execute Transactions with a Credit Suisse entity other than Credit Suisse UK Limited, this Order Execution Policy will not apply and you should refer to the relevant Credit Suisse entity's Terms and Conditions for any information on its execution policy.

Click here to read the full policy

Secondary Content

Contact Us

Speak to our Private Banking & Wealth Management team:

In Profile

Meet Our Financial Specialists

Meet Our Experts

Find out more about the financial specialists we can call on to provide you with the right strategy and support.